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    SemiWEEK: TSMC’s OIP Ecosystem Strategy; Stocks fell

      Andrea Lati
     Dec 20, 2021
    Description:

    Semiconductor WEEK: An overview of results and conclusions from recent reports at VLSI.

    Chip Market Research Services
    Flying into the New Year
    • Order activity for semiconductor equipment held steady at a hot 112 degrees
    • Equipment suppliers are ending 2021 with strong momentum with the visibility extending well into the second half of next year
    • VLSI’s Chip Price Performance continued to gain more traction
    Semiconductor Analytics
    Last Week in the Semiconductor Market:
    Semiconductor sales started their normal Christmas W/W roll-over, while Y/Y growth soared to 38%. The IC weather change was +1?F last week to Hot. It’s been a hot year for sales, which have been up and to the right since March of 2021 and will pass $0.5T this year All segments continue to grow into the year’s close, with historically high Y/Y growth rates. Last week’s 13-wk MA growth ranged between ~20% and ~40%, with DRAM fastest and Logic slowest. VLSI expects this to continue into 2022, with semiconductors passing $0.6T for the first time in history. DRAM will grow fastest to hit $0.1T, with Analog & Power matching its size. Logic will close in on a $0.3T.
    VLSI’s IC Supply/Demand indices continued to favor DRAM. Its 4Q21 NowCast moved up a notch. DRAM’s weekly S/D metric rose from Tight to Shortage, the 3rd move in as many weeks. Meanwhile, More-than-Moore Foundry mirrored this dropping to Loose, driven by EoY demand falloff and 2021 capacity expansion.
    Strategy and Tactics: TSMC’s OIP Ecosystem Strategy
    Summaries:
    TSMC’s OIP Ecosystem forum showed how just how powerful Morris Chang’s strategy of a “Grand Alliance” could be against entrenched incumbents. It was a blue ocean strategy, in that when he rolled it out in 2013, it seemed more like a grandiose vision of what already existed. Competitors scoffed at it. But when it was rebranded as the Open Innovation Platform, it revealed a golden arch that most designs would pass through on their way to being monetized. It was also a golden arch where TSMC was the cornerstone. It also revealed Morris’s strategic genius along the lines of … There hadn’t been strategy as big as this since the …

    One could see how far they’ve come at last month’s TSMC North American OIP Ecosystem Forum. I can remember when pundits said we’d never get to 0.25 micron. And then experts told me we’d never get to 32nm. And then it was 3nm. And now TSMC has N3 on the way with faster speed and lower power than N5, which was better than N7. They also have N2 in sight.

    All the while, even their customers debate the demise of Moore’s Law. There’s even a YouTube channel... Strange thing is that even the deniers don’t deny that innovation that relies on density improvements with speed and power improvements is not dead. Suffice it to say, what TSMC has been doing with the OIP is nothing but amazing.
    Dan’s China Strategy Book Shelf: China's Economy: What Everyone Needs to Know® by Arthur R. Kroeber provides

    Mark your calendars: VLSIresearch will be performing annual maintenance December 17th through the 31st. During that time our web site may be shut down and we will not be uploading or shipping any updates.

    “Strategy requires a sense of the whole that reveals the significance of respective parts.”
    – John Lewis Gaddis


    Chip History Center

    The DRAM crash of 2008: How the 2007-2008 financial crisis that led to the great recession ignited a crash in semiconductors. When it comes to semiconductor downturns, DRAMs are the canary in the coalmine. Here’s how it tweeted out

    Semiconductor Stocks

    VLSI's Semiconductor Stock Indices fell this week along with the market with the only bright spot being Electronic Materials.
    • Semiconductors -2.9%
    • Equipment -3.2%
    • Electronic Materials +2.1%
    • EDA -2.3%

    VLSI’s Semiconductor Stock Index sunk this week. MagnaChip Semiconductor, IBM, Samsung Electronics, SK hynix, Broadcom, Intel, and MediaTek were the only companies to finish in positive territory.
    IDM -1.5%
    Foundry & OSAT -5.5%
    Fabless & Fablite -3.0%
    VLSI’s Semiconductor Equipment Stock Index sunk this week, Nikon and Advantest came out on top claiming two of the top six stock spots this week.

    WFE -2.6%
    Test -1.1%
    Assembly -7.2%

    VLSI’s EDA Stock fell this week.
    VLSI’s Electronics Materials Stock Index was led up by CMC Materials who was this week’s biggest winner.
    Hottest Stocks: CMC Materials, MagnaChip Semiconductor, IBM, Nikon, Advantest, and Samsung Electronics.

    Views: 729
    Domain: Electronics
    Category: Semiconductors


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